Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The advisory fee is negotiable and varies based on services provided, typically taking the form of a percentage of assets under management, ranging up to 2.00% per annum. Clients receiving financial planning and consulting services may be subject to an additional negotiable hourly or flat fee. Fees are billed quarterly in advance. The firm may 'household' certain client accounts for fee calculation purposes.
Areas of Practice
Advisor Information
Office location
95 w 100 s #106, Logan, UT, 84321
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Devin sells and services insurance products, including life insurance, annuities, disability income, and long-term care, for multiple carriers through Choules Financial, dedicating about a quarter of his time. Devin also owns The Slice, handling payroll and taxes for about an hour per month, and is an Investment Advisor Representative for Gibbs Wealth Management, LLC, spending about 10% of his time on this activity.